WCM

Washington Capital Management Portfolio holdings

AUM $135M
1-Year Est. Return 15.19%
This Quarter Est. Return
1 Year Est. Return
+15.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$2.42M
3
+$2.35M
4
INGR icon
Ingredion
INGR
+$2.13M
5
UNH icon
UnitedHealth
UNH
+$890K

Top Sells

1
+$625K
2
+$590K
3
+$448K
4
SFM icon
Sprouts Farmers Market
SFM
+$374K
5
ROST icon
Ross Stores
ROST
+$332K

Sector Composition

1 Healthcare 12.14%
2 Industrials 10.86%
3 Financials 10.71%
4 Communication Services 9.39%
5 Consumer Staples 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13M 12.69%
85,773
+18,940
2
$4.82M 4.72%
16,224
+7,918
3
$2.96M 2.9%
19,545
+5,680
4
$2.84M 2.78%
26,525
5
$2.53M 2.48%
41,520
6
$2.42M 2.37%
+8,985
7
$2.35M 2.3%
29,279
8
$2.26M 2.21%
25,785
9
$2.23M 2.18%
18,930
10
$2.18M 2.13%
5,580
11
$2.14M 2.1%
39,920
12
$2.13M 2.09%
42,035
+2,015
13
$2.13M 2.08%
+26,010
14
$2.12M 2.08%
52,495
+10,810
15
$2.09M 2.04%
55,024
16
$2.08M 2.04%
72,776
17
$1.98M 1.94%
32,746
18
$1.84M 1.8%
63,005
19
$1.74M 1.7%
34,865
20
$1.67M 1.64%
24,205
-1,000
21
$1.58M 1.55%
8,785
-250
22
$1.57M 1.54%
22,250
23
$1.56M 1.53%
31,845
-1,030
24
$1.48M 1.45%
10,145
25
$1.46M 1.43%
6,735
+4,095
1
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